Filter contacts

Filtering tables is explained in detail in the"Filtering tables" section.

You will also find the Contact lists section above the contact overview, where you can narrow down the view or create an individual worklist of contacts.

Filtering by contact lists

Contact lists are worklists of contacts. Some are already preset in Scopevisio. You can create others according to your individual requirements and save them as favorites, for example.

Select Contacts > All contacts and click on the triangle arrow in the Work list field. You can see the preset worklists in the illustration.

Filtering by contact roles

Contact roles are views of a contact. A customer can also be a customer and partner, for example. Depending on the role in which you open the contact, you will receive a view of the relevant information.

Select Contacts > All contacts and click on the filter symbol in the Contact role field. In the illustration, you can see the contact roles that are available for selection.